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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$906M
2
PPFA
Provida Pension Fund Administrator
Chile
+$164M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$123M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.4M

Top Sellers

1
GA
GFS Advisors
Texas
-$34.3B
2
HNB
Huntington National Bank
Ohio
-$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
Wells Fargo
Wells Fargo
California
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
1226
Renasant Bank
Mississippi
$1.38M +$358K +3,352 +35%
SCA
1227
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M – – –
KC
1228
Kingfisher Capital
North Carolina
$1.36M +$20.9K +196 +2%
NRW
1229
Nova R Wealth
Kansas
$1.36M +$214K +2,006 +19%
HCM
1230
Howland Capital Management
Massachusetts
$1.36M +$116K +1,089 +9%
TFP
1231
Tilia Fiduciary Partners
North Carolina
$1.35M +$18.2K +171 +1%
O3W
1232
Omni 360 Wealth
New Jersey
$1.34M -$18.1K -170 -1%
MIC
1233
Meridian Investment Counsel
California
$1.33M – – –
CIBC World Market
1234
CIBC World Market
Ontario, Canada
$1.33M -$41.4K -388 -3%
TT
1235
TI-Trust
Illinois
$1.33M – – –
CCA
1236
Clearwater Capital Advisors
Illinois
$1.33M -$119K -1,115 -8%
SIG
1237
Stonegate Investment Group
Alabama
$1.32M +$147K +1,382 +13%
HCM
1238
Hollencrest Capital Management
California
$1.31M -$98.2K -921 -7%
CAWM
1239
Capital Advisors Wealth Management
Washington
$1.31M -$53.9K -505 -4%
NCM
1240
Nelson Capital Management
California
$1.31M -$14.4K -135 -1%
CGPCS
1241
Capital Group Private Client Services
California
$1.31M -$51.2K -480 -4%
HIA
1242
Harbor Investment Advisory
Maryland
$1.3M -$8.32K -78 -0.6%
CF
1243
Corebridge Financial
Texas
$1.3M +$1.3M +12,200 New
HSWS
1244
Higgins & Schmidt Wealth Strategies
Colorado
$1.3M -$4.59K -43 -0.4%
CMAI
1245
Capital Management Associates Inc
Minnesota
$1.3M +$1.03M +9,610 +375%
CC
1246
Cadinha & Co
Hawaii
$1.3M -$23.9K -224 -2%
FPCG
1247
Forum Private Client Group
Indiana
$1.29M -$175K -1,640 -12%
SFP
1248
Sterling Financial Planning
New Jersey
$1.29M -$21.3K -200 -2%
RT
1249
Rockland Trust
Massachusetts
$1.29M – – –
SIC
1250
Samalin Investment Counsel
New York
$1.28M +$180K +1,687 +16%
48 49
50
51 52